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What to Look for in the Best CRM for Accounting Firms

Accounting firms have a unique relationship with their clients, including their fiscal responsibilities and dedication to accuracy and transparency in their work. But, providing...

Michelle Weinstein Unlocks the Secrets to Sales Confidence for...

In this episode of “Canopy Practice Success,”Michelle Weinstein, founder of The Abundant Accountant, shares her insights on how accounting, tax, and bookkeeping firm owners can...

Building a Personal Brand: A Guide for Accountants

What makes you the obvious choice for clients when they’re deciding between you and a competitor? Is it the niche services you offer, the exceptional service you provide, or your...

Leaving Money on the Table: The Impact of Being a ‘Yes Man’

In modern accounting, one thing remains constant: the need to provide real value to clients. However, in the quest to keep clients happy, many firms adopt a ‘yes to everything’...

Benefits of CRM for Accountants

In today’s technology-driven world, we rely heavily on connections with teams and clients. But this is an issue when the various applications we rely on are islands unto...

Implementing Client Cleanup Tasks in Canopy

Task Templates are a Blueprint for Success Accounting efficiency and consistency are the keystones of client satisfaction and team productivity. Workflow automation, specifically...

Andrew Lassise on Building a Successful Tech Stack

In this episode, Andrew Lassise, founder of Tech for Accountants, shares his career journey, from entering the financial planning world during the 2009 recession to transitioning...

Lera Kooper's Bold Technology Overhaul from 14 Apps to 5

In aninterview with Liz Scott, Lera Kooper, co-owner of Accountability Services, shared her firm's journey toward optimizing its tech stack. She explained how the need to address...

Charting the Future of Accounting

Executive Summary The accounting profession stands at the precipice of transformative change driven by rapid advancements in technology and evolving client expectations. This...

Why Accountants Need Engagement Letters for Business & Engagement...

Jessie Williams on Shifting from an Overworked Firm to an Optimized...

Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode...

Mastering the Capacity Mindset: My Journey with Canopy

Capacity Mindset I have discovered the magic of the "capacity mindset" in the hectic accounting world. It's all about maximizing my time, resources, and talent to enhance my...